Free guide
Managing company stock without creating a tax disaster
If company stock has become one of the largest numbers on your balance sheet, the decisions around it deserve more than a recurring reminder on your to-do list.
Inside the guide
- 01
A diversification checklist
What to confirm before you reduce a position, in order.
- 02
A tax-planning calendar
Which equity decisions belong in which months of the year.
- 03
A stock-compensation decision framework
How to weigh an exercise, a vest, or a sale against the plan.
- 04
Common RSU, ISO, and ESPP mistakes
The errors that show up most often, and what they cost.
- 05
Questions for your advisor and CPA
What to ask so the two of them plan together, not separately.
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